Partner Survey Management

ZINFI UPM’s new Surveys module enables a systematic and automated process to manage surveys for market compliance, process compliance and risk assessment related to partners, prospects, products and services. The Surveys module fosters accountability by streamlining the flow of information and records, and documenting opinions and perceptions at appropriate stages.

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Automating Surveys

UPM’s Surveys module automates creation, delivery and collection of responses. Leverage UPM to create or upload survey questionnaires and scorecards, design a comprehensive survey plan, detailing the frequency of the survey and reminders, and distribute the survey to respondents directly from UPM. Build sophisticated automated custom surveys with features like integrated logic, branching, multilingual support and much more.

It’s the perfect automated amalgamation of two products—each fulfills the other’s needs. The UPM platform and the Surveys module are fully integrated. The Survey module allows you to combine all the information you have about your customers, partners and products into the same system. Utilize UPM Emails to send out surveys to your customer base and UPM Survey to add the information you receive to your customer database. UPM survey let you set rules through UPM’s Workflow Management that defines actions based on survey results. For example, you can set a product survey, and based on the result you can determine rewards and commissions for that product.

Key Features Include:

Trigger Actions
Automate your Audience
Instantiate Feedback
Schedule the survey

Deeper Insights

ZINFI’s reporting features built on the BI Reports analytical engine aggregate survey data and enable enterprise- scale exploration and evaluation of survey findings. UPM’s adaptive SaaS architecture simplifies the management of surveys for highly complex organizational structures across multiple business units and locations.

Surveys gather qualitative and quantitative data that generate insights on how to retain existing clients, anticipate the needs of customers and brand prospects and minimize negative feedback. Using BI Reports gain enterprise-wide visibility into the survey management process through graphical dashboards and flexible reporting capabilities. Generate reports to track survey metrics, along with scorecards and compliance dashboards. Drill down to view survey-related statistics and data by a variety of parameters.